Financial Services Specialist
2 days ago
Golden Reserve LLC is seeking an experienced Client Services Specialist to join our team in Sheffield Village. This role combines the responsibilities of a Paraplanner and Client Services Coordinator, offering a unique opportunity for growth and development.
As a Client Services Specialist, you will be responsible for managing our client sales process, building client roadmaps, delivering exceptional first-line support, and facilitating insurance application execution. Our team is recognized as the driving force behind Golden Reserve's success, and we are looking for a talented individual to join our engine.
Our approach to financial services is innovative and forward-thinking, with a focus on redefining financial planning. We hold monthly seminars and weekly TV and Radio Shows, and we are one of the fastest-growing companies in Ohio, with close to 20 offices and regular recognition as one of the most innovative financial service companies in the country.
Key Responsibilities:- Manage client sales process and build client roadmaps
- Deliver exceptional first-line support and service
- Facilitate insurance application execution
- Two years+ of financial services experience
- Life Insurance Annuity Application Excellence - completion, monitoring & management
- Competitive Salary - $65,000 - $85,000
- Benefits - Generous time off policy, Health Insurance, Vision Insurance, Dental Insurance, 401(k), & Life Insurance
If you are looking for a challenging and rewarding career in financial services, please submit your application and resume. This role is full-time in-office at our Gahanna location.
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